Everhart Financial Group’s Dimensional International Small Cap ETF DFIS Stock Holding History

Everhart Financial Group’s Portfolio DFIS Stock Details DFIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$567K	Buy	+16,188	New	+$580K	0.04%	258

Other funds holding DFIS

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Everhart Financial Group's DFIS Position: Q2 2026 in Review

Everhart Financial Group opened a new position in Dimensional International Small Cap ETF (DFIS) in Q2 2026: 16,188 shares worth $567K. The stake represents 0.04% of the portfolio and ranks #258 among its holdings.

360 funds tracked by Wall St. Rank hold DFIS as of Q2 2026.

Everhart Financial Group held 16,188 shares of Dimensional International Small Cap ETF worth $567K as of Q2 2026.
Dimensional International Small Cap ETF was a new Everhart Financial Group position in Q2 2026.
Dimensional International Small Cap ETF made up 0.04% of Everhart Financial Group's portfolio in Q2 2026, its #258 holding.
360 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.